The ABCD Retirement Investment Strategy | Dr Sanjay Tolani | Retirement Planning Playbook
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- เผยแพร่เมื่อ 22 พ.ค. 2024
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More than 75% of the Retirement Playbook has been sold out! Thank you! ⭐️ I've been receiving many questions from people who are HESITATING to get the book.
So I ask myself, why not I teach you the ABCD Retirement Investment Strategy I've documented in this book? so you know roughly what you are getting.
Understand this: Our role as a financial advisor is to understand what is our client’s level of risk and recommend them the right investment strategy.
Now when it comes to retirement investment strategy, there are 4 things you have to know:
1. What assets can your clients invest in?
2. Risk & Return on each of these assets
3. Risk appetite of your clients
4. The ABCD Retirement Investment Strategy
Here is an explanation of how this ABCD Retirement Invest Strategy formula works:
Number one, the term to retirement minus 2 is equal to the number of years of ABC investing.
Number two, number of years from equation 1 are divided by 3, that is equal to the number of years each segment of A B and C.
So according to this example, if your client is 25 years away from retirement:
1. 25 years minus 2 is equal to 23 which is also the term for ABC investing.
2. 23 divided by 3 is equal to 7.33 years, which is for each phase A B and C.
The idea is that your client reaches closer to retirement, they will have to transit their assets from illiquid to more liquid assets. Also their risk appetite tends to fall across age. This explains why you're recommending your clients to shift their assets from high risk to lower risk over time.
This is one of the things I've documented in the playbook. So if you want to really know EVERYTHING I do on retirement planning, do check out the BOOK itself on my insta stories or the link BELOW. (It is currently still at 50% + FREE shipping for the next 8 HOURS). 🙌🏻
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🎖 Who is Dr Sanjay Tolani? 🎖
Dr. Sanjay Tolani, became the “youngest member” at the age of 19 and the “youngest life member” at the Age of 28 to the Million Dollar Round Table (MDRT). He also has 13 Top of the Table Qualifications (TOT), which is considered the pinnacle of the financial services profession. To top things off, he is also the youngest Managing Director of an insurance brokerage in the Middle East.
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Thank you Dr Sanjay from the Philippines!
You are amazing Dr Sanjay! Thank you for this content also for keep inspiring us.
Amazing Dr. Sanjay. Thanks for the great contents.
You are amazing Sanjayji.. doing great job...thank you so much
thanks for the video Dr. Sanjay. I'm really appreciate the valuation that u delivery in your videos!. Big Fan of yours forever!💪💪💪
Pablo thanks for the compliment. Don't stop believing in yourself!
Just a clarification required for my understanding. On the timeline - 4:42
Bonds -> Liquidity = You have stated: "Liquidity is dependent on market demand".
Question: If bonds have fixed interest, then why it is dependent on market demand. Won't banks give loan against the bond?
Thanks for these videos Sanjay. They have been so helpful in giving us an overview of how you think. It would be amazing if you and team could produce a video on annuities (benefits, setbacks etc). Thank you so much!
Thanks for the suggestion Aaron, will definitely record one when I have some free time! 🤟🏼
Awesome sir your are great
Very nice and easy to understand. Thanks man!
Thank you!
Considering life expectancy is almost 80 clients will need to have an aggressive/balanced approach for longer. Also what if markets are not performing in those first 7 yrs. This is a good rule of thumb but might be last word.
Thanks Sir! I am in China, and I see many agents are using your methods. I would love to get a copy of your bundle books but how can I do that?
Good day. I would ask if Variable Unit Life insurance is a good product for retirement plan? Because my reason of getting VUL is for protection and force saving for my future. thanks
Thanks all the way from USA!
Which is your favorite video/concept?
Sir please provide cd instead of books
Please tell me how to get your books
I love you
I will like to buy your Good presentation in the Hindi language please translate also inform the web page that gives pricing of your products.
haven't received my book yet
Hi Steven, sorry for the shipping issue. You can Whatsapp my team via this number to get supported: +84333379440 - Mr. Pablo. Thank you!
Please send me price of retirement planning book
Hey Praful, you can follow this link to find out more: bit.ly/3gojzzt
Sir is it possible to get the book in hindi version
It will take sometime. The first 4 books are almost ready in hindi.
hi, dr how i can get the books?